FP&A Supervisor / Assistant Manager (CPA)

HRTX; Cebu City; On-site; PHP 1,200,000 - 1,800,000; Full time

Job summary

HRTX in Talamban, Cebu City, is seeking an FP&A Assistant Manager to lead budgeting, forecasting, and performance analysis, delivering timely financial insights to management to support strategic decisions.

You will collaborate with department heads on cost optimization and build financial models for investments and initiatives. Requires 3–5 years FP&A experience with supervisory exposure and a Bachelor's in Accounting/Finance; CPA/CMA/CFA preferred. Full-time onsite, dayshift.

Qualifications

• Bachelor's degree in accounting, finance or related field.
• 3–5 years of FP&A or corporate finance experience with 2+ years in supervision.
• CPA, CMA, or CFA preferred.
• Experience with budgeting, forecasting, modeling, and variance analysis.
• Strong financial statement and KPI understanding.

Responsibilities

• Lead annual budgeting, forecasting, and financial planning processes.
• Prepare monthly variance analysis and provide insights on variances.
• Analyze revenue, expenses, profitability, and key drivers.
• Maintain branch P&L reports, dashboards, and KPI reports.
• Develop financial models and business cases for investments and initiatives.
• Partner with department heads to support cost optimization and performance management.
• Provide timely financial analysis to support strategic decisions.
• Ensure accuracy and consistency of financial data and reports.
• Identify opportunities to improve reporting processes and automation.
• Monitor performance against targets and provide actionable insights.

Skills

Financial analysis

Budgeting

Forecasting

Leadership

Excel

BI tools

ERP systems

Stakeholder management

Communication

Attention to detail

Education

Bachelor's degree in Accounting/Finance

CPA/CMA/CFA preferred

Tools

Power BI

SAP

Excel

Job description

Location: Talamban, Cebu City

Work setup: Full Onsite

Schedule: Monday to Friday, Dayshift

Role Overview

The FP&A Assistant Manager will support the organization's financial planning, budgeting, forecasting, and performance analysis activities. The role will provide timely and accurate financial insights to management, helping drive informed business and operational decisions. The position will also work closely with key stakeholders to monitor performance, identify opportunities, and support financial improvement initiatives.

Qualifications

• Bachelor's degree in Accountancy, Finance, Management Accounting, or a related field.
• At least 3–5 years of experience in FP&A, corporate finance, management accounting, financial reporting, or a related function, including at least 2 years of supervisory or people management experience.
• Preferably with relevant professional certifications such as CPA, CMA, or CFA.
• Experience in budgeting, forecasting, financial modeling, variance analysis, and financial performance reporting.
• Strong understanding of financial statements, profitability analysis, and key business performance drivers.
• Proficient in Microsoft Excel, including Pivot Tables, Power Query, Power Pivot, XLOOKUP, and financial modeling.
• Experience with Power BI or similar business intelligence/reporting tools.
• Familiarity with SAP or other ERP systems is an advantage.
• Strong analytical, problem-solving, and financial analysis skills.
• Excellent communication, presentation, and stakeholder management skills.
• Highly detail-oriented, organized, and able to manage multiple priorities and meet deadlines.

Key Responsibilities

• Lead and support the annual budgeting, forecasting, and financial planning processes.
• Prepare monthly variance analysis against budget, forecast, and prior-period results, and provide insights on key variances.
• Analyze revenue, expenses, profitability, margins, and other key financial drivers to identify trends and business opportunities.
• Prepare and maintain branch P&L reports, financial dashboards, KPI reports, and management presentations.
• Develop and maintain financial models, business cases, and scenario analyses for investments, strategic initiatives, and business decisions.
• Partner with department heads and business leaders to support cost optimization, revenue improvement, and performance management initiatives.
• Provide management with timely financial analysis and recommendations to support strategic and operational decision-making.
• Ensure the accuracy, completeness, and consistency of financial data, reports, and management information.
• Identify opportunities to improve financial reporting processes through automation, standardization, and enhanced reporting tools.
• Monitor business and financial performance against established targets and provide relevant insights to management.
• Support ad hoc financial analyses and special projects as required by management.